Most Popular CRM Systems: How to Find a Suitable One
Most Popular CRM Systems
When you started your business, managing data and contacts wasn’t a hard work. Dealing with a handful of customers, suppliers, and few employees, you were available to memorize all email addresses. Thus, things change. Once your business grows, you have more data and people to keep track of.
The CRM industry has been knocking out a ton of new solutions and updates lately. The problem comes from thinking that this shiny new technology is a one-size-fits-all solution to any difficulty. To kick things off, let’s explore all you need to know about CRM and how to choose one from the most popular CRM systems.
Starting with, “Why CRM?”
As a category, CRM software includes apps for building strong relationships with customers, increase conversion rates, boost revenue based on information coming from numerous interaction sources (website visitors, social interactions, phone calls, etc.) These solutions help analyze customers’ data, use the disconnected information to show opportunities, create funnels, and run campaigns. Offering a whole host of features and functionality, CRMs allow to categorize contacts and devote attention to customers and their expectations.
The choice of software from the wide range of the most popular CRM systems can be a real pain in the neck. Currently, the market is overwhelmed with apps, and vendors target their solutions as the very one for your business. Without some clever planning, there are just too many combinations of assets to juggle.
On a practical level, nobody knows your business workflow better than you. So, selecting CRM, place a value on your needs and requirements instead of vendors’ promises. To offer you a big picture in mind continue to read this post for some useful information for a wise choice of software.
How to figure out what to focus on once you are on the hunt for the best CRM system? It is safe to say that the most thought-provoking part is to define
- What kind of business do you run?
- What are the ultimate targets you have?
Being used wherever there are customers, CRM doesn’t suit every business and bring benefits to different companies. Thus, companies with specific teams or issues can reap significant advantages:
Sales focused. Without a doubt, every sales people need a holistic and functional CRM to detect changes and grow customers’ preferences. Sales reps may use the software to improve up-selling and cross-selling. Moreover, the solution enhances leads estimation, analyses every funnel that brought a closed deal, as well as helps to track leads who are prone to become buyers.
Marketing of all shapes. In this light, CRM appears as a helper for running undisrupted workflow all over the company. The software provides marketing team with valuable information, collected by sales, to iterate performance (campaign funnels, cold calls, lead generation, etc.) without extra expenses, but building a strong customer base.
Addressing the lack of efficiency. CRM software helps teams to communicate easily and save time due to the automation of various processes. That brings more focus on the critical tasks. With customer records and prospect notes, companies can prompt lead generation.
Best CRM Systems: Types & Features
Business that wants to succeed, should define the role and capabilities the most popular CRM systems must have. There are 3 types of these systems:
Operational or basic CRM comes as a solution that delivers a holistic view of customers that integrates essential business parts - sales, marketing, and support. It covers a wide spectrum of work by delivering the evaluation of a customer via its status in these business parts.
Analytical CRM deals with data analysis and draws the further conclusions for the reports and better decision making. This type of CRM employs various techniques like data mining, correlation, pattern recognition, etc. Yet, the results are produced from the provided information.
Collaborative CRM helps employees and external stakeholders to track and keep the pulse on the processes and share customer data. This type of CRM enhances communication and collects information useful for prospect targeting and promotional offers.
Despite the growing number of CRMs, the most quality ones share roughly speaking the same features to manage basic business processes. CRM market offers solutions to comply with specific industries, organization size, etc. Once you review solutions, the most effective CRM should have:
- contact manager (for organization and categorization of contacts),
- sales/marketing automation (automates lead generation and sales processes, keep past history of interaction with better service, etc.),
- sales tracking (comes as a dashboard for drawing reports on sales performance),
- communication channels (present ways - email, IM, live chat, social media - your customers may get in touch with your team).
Examples of the Best CRM Solutions
Among the numerous CRMs, the following solutions may be a perfect fit for your business. The position of apps is random and has no specific meaning.
Insightly provides plans for businesses of any size. Price goes from $12 user/month billed annually (b/a). The solution offers the basic features mentioned above, plus custom reports and multi-currency support.
Zoho CRM enables its customers with a whole suit of various apps and packages for business needs. It provides a free plan for 10 users and paid ones start with $12 user/month (b/a). Apart from CRM features, Zoho has a smart email inbox and 24-hour support.
Salesforce is a solution with numerous apps for businesses nearly of any industry. Delivering a specific feature set for sales, marketing, and support, the CRM costs $25 user/month (b/a).
Base CRM provides all required features for running a business efficiently. CRM comes with solutions for various industries and roles. Thus, it lacks customer reports and 24-hour support. Price goes from $45 user/month (b/a).
Pipedrive is last, but not least in this shortlist. This CRM offers the basic toolkit for business running, apart from 24-hour and phone support. The price of this app starts with $10 user/month (b/a).
The suitable, well-implemented CRM can have a transformative impact on the business workflow and the overall company performance. Along with the features, pay attention to the security and analytical capabilities of a solution. Yet, during reviewing the most popular CRM systems, do your homework and define the requirements your business have.